2025-05-14T16:05:23-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 943103136 ALAMEDA HEALTH SYSTEM FOUNDATION ALAM 5102712500 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 PRESTON S WALTON PRESIDENT 5102712500 2025-05-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z PRESTON S WALTON 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 21130055 0 X WWW.FOUNDATIONAHS.ORG X 1989 CA TO ADVANCE HEALTH EQUITY IN ALAMEDA CO. BY RAISING FUNDS & SUPPORT FOR ALAMEDA HEALTH SYSTEM. 13 13 17 20 0 0 6000124 7742737 3784138 4647212 112346 227769 -343474 -329946 9553134 12287772 1309274 711366 0 0 2197634 2620963 0 0 744904 2354016 3472558 5860924 6804887 3692210 5482885 15258180 21032132 793109 635498 14465071 20396634 ALAMEDA HEALTH SYSTEM FOUNDATION'S MISSION IS TO ADVANCE HEALTH EQUITY IN THE COMMUNITIES SERVED BY ALAMEDA HEALTH SYSTEM (AHS). 0 0 1295696 31750 2348036 ENSURING HEALTHIER OUTCOMES:IN FY24, THE ALAMEDA HEALTH SYSTEM FOUNDATION (AHSF) DISBURSED FUNDS TO ALAMEDA HEALTH SYSTEM PROGRAMS AND SERVICES TO ADVANCE HEALTHIER OUTCOMES FOR AHS PATIENTS. FUNDS SUPPORTED SALARIES, EQUIPMENT, AND DIRECT PROGRAM SUPPORT. INVESTMENTS INCLUDED PATIENT SUPPORTS SUCH AS CAR SEATS AND TRANSLATION SERVICES, HELPING OVER 2,000 INDIVIDUALS ACCESS CARE WITH DIGNITY. 919074 623547 1684517 ACCESS TO QUALITY CARE:AHSF PROVIDED FUNDS TO ALAMEDA HEALTH SYSTEM PROGRAMS AND SERVICES TO EXPAND ACCESS TO ESSENTIAL SERVICES, INCLUDING DIRECT SUPPORT FOR IMAGING, EMERGENCY RESPONSE, AND TRAUMA-INFORMED CARE. FUNDS ALSO COVERED EQUIPMENT PURCHASES AND DIRECT PATIENT ASSISTANCE--REMOVING BARRIERS FOR THOUSANDS NEEDING MAMMOGRAMS, PRESCRIPTION COVERAGE, AND TRANSPORTATION TO CRITICAL APPOINTMENTS. 319851 56069 614659 WORKFORCE DEVELOPMENT:AHSF INVESTED FUNDS IN BUILDING THE NEXT GENERATION OF HEALTH WORKERS AT ALAMEDA HEALTH SYSTEM. THIS INCLUDED DIRECT SUPPORT FOR SCHOLARSHIPS, STIPENDS, AND TRAINING EQUIPMENT. FUNDS SUPPORTED HEALTHPATH INTERNSHIPS, NURSING SCHOLARSHIPS, AND PROGRAMS PROVIDING YOUNG PEOPLE, FOSTER ALUMNI, AND REFUGEES WITH PATHWAYS INTO HEALTHCARE CAREERS. 2534621 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 111 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X SUSAN THIEMANN 5102712504 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 MELANIE M SHELBY CHAIR 1.00 X X 0 0 0 EUGENE MCGRANE VICE CHAIR 1.00 X X 0 0 0 GASPAR DAVID STINFIL TREASURER 1.00 X X 0 0 0 TODD BRANTLEY DIRECTOR 1.00 X 0 0 0 TARRELL GAMBLE DIRECTOR 1.00 X 0 0 0 MICHAEL GOMEZ DIRECTOR 1.00 X 0 0 0 JAMES ET JACKSON DIRECTOR 1.00 X 0 0 0 REMY MENDELSOHN JD DIRECTOR 1.00 X 0 0 0 BRENDA PAYNE DIRECTOR 1.00 X 0 0 0 PETER SLABAUGH MD DIRECTOR 1.00 X 0 0 0 MINI SWIFT MD DIRECTOR 1.00 X 0 0 0 TERESA DELOACH REED DIRECTOR 1.00 X 0 0 0 TIM REED JD DIRECTOR 1.00 X 0 0 0 PRESTON WALTON PRESIDENT 40.00 X 294400 0 29387 CHARLENE LOBO SORIANO CHIEF OF STAFF / BOARD SECRETARY 40.00 X 184511 0 12663 MICHAELA HAYES VP OF PARTNERSHIPS & ENGAGEMENT 40.00 X 225375 0 11269 AIMEE HOLLAND SR DIR, DEV OPS, ANNUAL GIVING, & STEWARDSHIP 40.00 X 156794 0 31505 SUSAN THIEMANN DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 156943 0 20771 SVETLANA CHERCHES SR. DIRECTOR, PEOPLE OPERATIONS 40.00 X 129520 0 41225 MICHAEL B MURDOCK DIRECTOR, ANNUAL GIVING AND EVENTS 40.00 X 118915 0 19514 KAI CHUAN WANG SR STAFF ACCOUNTANT 40.00 X 117275 0 15711 1383733 0 182045 11 0 1 0 RED DOOR CATERING 2925 ADELINE STREET OAKLAND CA 94608 EVENT PRODUCTION SERVICES 294373 1 520645 4160 7217932 31241 7742737 AHS CONTRACT REVENUE 561499 4647212 4647212 4647212 377695 377695 8296050 8443648 2328 -147598 -2328 -149926 -149926 66361 520645 396307 -329946 -329946 12287772 4647212 0 -102177 X 711366 711366 682185 523002 159183 1561947 1089462 472485 48653 33599 15054 170717 117287 53430 157461 112709 44752 21920 21920 48232 48232 21687 21687 1744825 1162029 582796 267072 267072 421491 266963 154528 65367 65367 224529 224529 125176 92296 32880 237201 75085 162116 32517 32517 34914 34914 AWARDS & STIPENDS 123497 123152 345 MEALS & ENTERTAINMENT 95055 95055 MEMBERSHIP FEES 8675 8675 REGISTRATION FEES 400 400 6804887 2534621 3525362 744904 1128542 481342 3437914 7033019 3926926 5593119 7154 7154 57087 124969 73171 68620 39397 4551 5326220 5788026 8314 9056 1326626 1990896 15258180 21032132 409291 364894 1200 0 382618 270604 793109 635498 X 1294921 2088138 13170150 18308496 14465071 20396634 15258180 21032132 5482885 448678 0 X 0 1 X 1 0 X 4108036 2029339 4020840 6000124 7742737 23901076 4108036 2029339 4020840 6000124 7742737 23901076 10539173 13361903 154570 125093 173587 167321 377695 998266 24899342 13962297 0.53660 0.57880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 256000 X X 0 3811274 387383 4198657 3565821 245453 3811274 4226681 -660860 3565821 3327641 899040 4226681 3236888 90753 3327641 0.00000 0.00000 1.00000 1 0 73171 68620 4551 4551 COLLECTIONS 256000 DUE FROM ALAMEDA HEALTH SYSTEM 1734896 1990896 DUE TO ALAMEDA HEALTH SYSTEM 270604 270604 X 13113398 448678 448678 12664720 21687 -398635 -376948 12287772 7181835 398635 398635 6783200 21687 21687 6804887 PART III, LINE 4: THE ORGANIZATION'S ARTWORK INCLUDES 8 ORIGINALLY FRAMED PAINTINGS WHICH WILL BE DISPLAYED IN PUBLIC AREAS AND PRESERVED FOR FUTURE GENERATIONS. THE COLLECTION ENRICHES THE ENVIRONMENT WITH CULTURAL ART IN SUPPORT OF A HEALING ENVIRONMENT, WHICH SERVES ALAMEDA COUNTY'S DIVERSE COMMUNITY. PART V, LINE 4: THE ENDOWMENT FUNDS ARE UTILIZED FOR THE CARE OF POOR AND INDIGENT PATIENTS. PART X, LINE 2: THE FOUNDATION IS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE (IRC) SECTION 509(A)(1) AND IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE ACCOMPANYING FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE FOUNDATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A NONPUBLIC ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE DETAILS HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS THAT HAVE BEEN OR ARE EXPECTED TO BE TAKEN. AS SUCH, FINANCIAL STATEMENTS WILL REFLECT EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS AS A RESULT OF THESE PROVISIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -396,307. LOSS ON SALE OF FIXED ASSETS -2,328. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 396,307. LOSS ON SALE OF FIXED ASSETS 2,328. SOUL OF SPRING 587006 520645 66361 226871 64282 105154 587006 520645 66361 226871 64282 105154 396307 -329946 1 ALAMEDA HEALTH SYSTEM 7677 OAKPORT STREET OAKLAND CA 94621 943302014 COUNTY OF ALAMEDA 711366 0 REIMBURSEMENT FOR CHARITABLE PROGRAMS OPERATED BY AHS 1 0 PART I, LINE 2: CERTAIN CHARITABLE PROGRAMS OPERATED BY AHS ARE FUNDED BY THE FOUNDATION. THE FOUNDATION REQUIRES RECORDS REGARDING THE COST AND NECESSARY MONETARY REQUIREMENTS OF THESE PROGRAMS PRIOR TO THE REIMBURSEMENT OF MONETARY AMOUNTS. X X X X 0 0 0 0 0 0 0 0 0 PRESTON WALTON PRESIDENT 294400 0 0 0 0 0 14750 0 14637 0 323787 0 0 0 MICHAELA HAYES VP OF PARTNERSHIPS & ENGAGEMENT 225375 0 0 0 0 0 11269 0 0 0 236644 0 0 0 CHARLENE LOBO SORIANO CHIEF OF STAFF / BOARD SECRETARY 184511 0 0 0 0 0 10021 0 2642 0 197174 0 0 0 AIMEE HOLLAND SR DIR, DEV OPS, ANNUAL GIVING, & ST 156794 0 0 0 0 0 6198 0 25307 0 188299 0 0 0 SUSAN THIEMANN DIRECTOR OF FINANCE AND OPERATIONS 156943 0 0 0 0 0 8079 0 12692 0 177714 0 0 0 SVETLANA CHERCHES SR. DIRECTOR, PEOPLE OPERATIONS 129520 0 0 0 0 0 5201 0 36024 0 170745 0 0 0 X 4959 FMV X 15 3667 FMV X GIFT CARDS 311 18695 FMV X CERTIFICATES-TICKETS 43 3920 FMV 0 0 1 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FORM 990 IS THEN REVIEWED BY THE DIRECTOR OF FINANCE & OPERATIONS AND PRESIDENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE OF THE FOUNDATION SIGNS AN ANNUAL DISCLOSURE AND COMPLIANCE STATEMENT WHICH: (I) AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY, AND (II) DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS AND MAY DELEGATE INITIAL REVIEW AND RECOMMENDATION TO ITS BOARD GOVERNANCE/NOMINATING COMMITTEE AND/OR THE EXECUTIVE COMMITTEE. IF A DIRECTOR IS THE INDIVIDUAL WITH WHICH A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE DIRECTOR SHALL NOT PARTICIPATE IN DISCUSSION OR VOTE IN ANY MATTER RELATED TO THE TRANSACTION. THE BOARD OR DESIGNEE COMMITTEE MEMBERS MAY ASK QUESTIONS OF AND RECEIVE PRESENTATIONS FROM THE INDIVIDUALS WITH THE POTENTIAL CONFLICT OF INTEREST AND OTHER INTERESTED PERSONS. AFTER EXERCISING DUE DILIGENCE, WHICH MAY INCLUDE INVESTIGATING ALTERNATIVES THAT PRESENT NO CONFLICT, THE BOARD OR DESIGNEE COMMITTEE MEMBERS VOTE UPON THE MATTER, THE PROCEEDINGS OF WHICH ARE RECORDED IN THE MINUTES OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE PRESIDENT AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD, WHO UTILIZES AN OUTSIDE THIRD-PARTY SALARY STUDY TO ASSURE THAT CURRENT SALARY MEETING CURRENT MARKET GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,162,029. MANAGEMENT AND GENERAL EXPENSES 569,708. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,731,737. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,088.